Monument Capital Management’s Comfort Systems FIX Stock Holding History

Monument Capital Management’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.47M	Sell	5,723 -73	-1%	-$123K	1.97%	5
2026 Q2	$11.5M	Sell	5,796 -236	-4%	-$428K	2.31%	3
2026 Q1	$8.32M	Sell	6,032 -262	-4%	-$333K	2.08%	5
2025 Q4	$5.87M	Sell	6,294 -224	-3%	-$207K	1.46%	11
2025 Q3	$5.38M	Sell	6,518 -249	-4%	-$169K	1.34%	11
2025 Q2	$3.63M	Buy	+6,767	New	+$2.95M	0.95%	43
2025 Q1	–	Sell	-9,753	Closed	-$4.14M	–	208
2024 Q4	$4.14M	Buy	9,753 +70	+0.7%	+$30.7K	1.14%	24
2024 Q3	$3.78M	Buy	+9,683	New	+$3.19M	1.05%	25

Other funds holding FIX

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Monument Capital Management's FIX Position: Q3 2026 in Review

Monument Capital Management reduced its Comfort Systems (FIX) stake by 1.3% in Q3 2026, selling an estimated $123K and leaving 5,723 shares worth $9.47M. The position accounts for 1.97% of the portfolio, ranked #5.

Monument Capital Management first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2026. 439 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Monument Capital Management held 5,723 shares of Comfort Systems worth $9.47M as of Q3 2026.
Monument Capital Management sold 73 Comfort Systems shares in Q3 2026, an estimated $123K.
Comfort Systems made up 1.97% of Monument Capital Management's portfolio in Q3 2026, its #5 holding.
Monument Capital Management first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
Monument Capital Management's Comfort Systems position peaked at $11.5M in Q2 2026.
439 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.